Find a Financial Planner in North Miami Beach, FL

 

Get Top Tier Financial Planning

We did the hard work of finding trustworthy partners in North Miami Beach, FL.

Jump To List of Advisors

  • This field is for validation purposes and should be left unchanged.

We Only Work With The Best North Miami Beach Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

Our Process for Choosing
An Independent Financial Advisor in North Miami Beach, FL


  • Financial Advisor Close to North Miami Beach, FL

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

 

How Can a CFP® in North Miami Beach Help You?

Wealth management is a comprehensive financial service that focuses on building well-rounded wealth for clients. Typically used by high-net-worth individuals and organizations in the North Miami Beach area, wealth managers seek to attend to each client's individual needs while creating their comprehensive management plans. Wealth management may be performed by an individual, but is often performed by a small team.
Personal financial planning is a service offered by qualified financial experts who provide personalized plans and strategies to help clients achieve their financial goals. Financial planning may be more hands-on or hands-off, but strategies in North Miami Beach can include managing client retirement accounts, investments, tax plans, and more.
17.2% of North Miami Beach's population is of retirement age (62 years and older). For those individuals, the goal of retirement planning is to create a source of income for one’s retirement years. It starts with determining an individual’s retirement goals and then lays out a financial strategy to accomplish them. In the North Miami Beach area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
In the North Miami Beach area, an estate plan consists of a set of legally binding documents that describe how your estate should be divided upon your death. The purpose of an estate plan is to eliminate any ambiguity regarding the line of inheritance for your estate once you are unable to arbitrate it yourself.
Business financial planning is a service focused on helping businesses map out steps to achieve a financial goal over a set time. Business financial planning in the North Miami Beach area addresses the many needs a business has, such as staffing, PP&E (property, plant and equipment), intangible assets, investments, etc.
Tax planning is a service offered by qualified tax planners, financial advisors, and other financial professionals in the North Miami Beach area who determine what breaks are available to you to minimize your tax payments. Tax planning strategies will differ depending on depending on where you live. Florida has unique laws defining which actions trigger a taxable event and has the 6th lowest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse involves working with an attorney or financial advisor in the North Miami Beach area to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. It typically includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation is a good way to make high-interest debts more manageable. Advisors in the North Miami Beach area can bundle high-interest loans together under more favorable financing terms. This often results in lower interest rates, or lower monthly payments.

 

The Value of Working With the Best Financial Planners in North Miami Beach, FL


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near North Miami Beach, FL

We evaluated over 13,000 RIA firms to bring you the best of the best North Miami Beach financial advisors.
  • This field is for validation purposes and should be left unchanged.


How Retirement-Friendly is North Miami Beach, FL?

  • Population: 42,971
  • % of Population 62 Years and Over: 17.2%
  • Average Home Value: $203,100
  • Average Monthly Housing Cost: $1,168
  • Average Household Income: $65,119
  • Florida Total Tax Burden: 6.97% (6th Lowest in U.S.)
  • Florida Property Tax: 2.74% (22nd Lowest in U.S.)
  • Florida Individual Income Tax: 0.00% (Lowest in U.S.)
  • Florida Sales and Excise Tax: 4.23% (10th Highest in U.S.)


The Top Financial Advisor Firms in North Miami Beach, FL


PIONEER FAMILY OFFICE, LLC

Website

(305) 935-5502

3323 Ne 163rd St.
Suite 508
North Miami Beach, FL 33160

SEC#: 801-116725
Years in Business: 2 years

RIVO ALTO CAPITAL FUNDING LLC

Website

(305) 512-1124

3323 Ne 163 Street
Ph704
North Miami Beach, FL 33160

SEC#: 801-110765
Years in Business: 4 years